US · Healthcare · Healthcare Plans
EPS came in at 2.58 against a street estimate of 1.87 — a beat of 38.0%.
Analysts rate CVS Health Corp a strong buy (24 buy, 4 hold, 0 sell out of 28) with an average price target of $116.04.
CONFIDENT CVS beat Q2 expectations across all segments, raised 2026 EPS guidance by $0.60 to $7.90–$8.10, and signaled mid-teens CAGR through 2028. Aetna margin recovery accelerating; retail pharmacy strong. 2027 headwinds in 340B and PBM selling season flagged early. Q2 2026 No regional breakdown provided on call. Analysts pressed on 340B durability, PCW sustainability post-Rite Aid, and tech investment cadence. Management emphasized specialty pharmacy strength, pharmacist differentiation, and disciplined capital allocation over near-term earnings pressure. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.85% |
| Vanguard Capital Management, LLC | 6.46% |
| Capital World Investors | 5.86% |
| State Street Corp | 4.64% |
| Dodge & Cox | 3.91% |
| Wellington Management Company LLP | 2.64% |
| FMR Inc | 2.44% |
| JPMorgan Chase & Co | 2.31% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 CVS HEALTH CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Report Date: August 13, 2026 (earliest event reported); filed August 17, 2026 • Company: CVS | 2026-08-17 |
| Quarterly report · Q2 2026 CVS HEALTH CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Six-month net income (attributable to CVS Health): $5,922 million vs. $2,800 millio | 2026-08-05 |
| Results announced · Q3 2026 CVS HEALTH CORPORATION - Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Second quarter total revenues: $106.1 billion, up 7.3% year-over-year • Second q | 2026-08-05 |
| Board / officer change · Q2 2026 CVS HEALTH CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 14, 2026 with 1,142,802,406 shares present (constituting a quor | 2026-05-18 |
| Quarterly report · Q1 2026 CVS HEALTH CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues: $100,426 million (Q1 2026) vs. $94,588 million (Q1 2025) — increase | 2026-05-06 |
| Results announced · Q2 2026 CVS HEALTH CORPORATION Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Q1 2026 revenues: $100.4 billion, up 6.2% year-over-year from $94.6 billion | 2026-05-06 |
| Proxy statement · Q2 2026 CVS HEALTH CORPORATION PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Elect 13 director nominees (Board recommends FOR each | 2026-04-03 |
| Annual report FY2025 CVS HEALTH CORPORATION – 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Market capitalization approximately $86.4 billion as of June 30, 2025 • 1,272 | 2026-02-10 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.67 / share ex-date Jul 23, 2026 · pay Aug 3, 2026 | 2026-07-23 |
| Dividend | $0.67 / share ex-date Apr 23, 2026 · pay May 4, 2026 | 2026-04-23 |
| Dividend | $0.67 / share ex-date Jan 22, 2026 · pay Feb 2, 2026 | 2026-01-22 |
| Dividend | $0.67 / share ex-date Oct 23, 2025 · pay Nov 3, 2025 | 2025-10-23 |
| Announcement | Date |
|---|---|
| 2025 full-year guidance updated; 2026 full-year guidance provided CVS Health Corporation issued a press release on December 9, 2025, in connection with its 2025 Investor Day presentation. The company disclosed its strategic priorities and provided updated | 2025-12-09 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for CVS Health Corp — free to start.
Google PlayApp StoreData updated 2026-09-18.